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Clearview Wealth Advisors LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearview Wealth Advisors LLC on SCHD, newest first. How the timeline and the estimate are built.

Clearview Wealth Advisors LLC held 26,527 SCHD shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 26,527 shares
    Change vs previous 13F -8,269 shares

    0.46% of the 13F portfolio, value $727,635.

    13F-HR 0001840306-26-000001 filed by Clearview Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 34,796 shares
    Change vs previous 13F -1,660 shares

    0.61% of the 13F portfolio, value $949,942.

    13F-HR 0001840306-25-000002 filed by Clearview Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 36,456 shares
    Change vs previous 13F -132 shares

    0.67% of the 13F portfolio, value $966,085.

    13F-HR 0001754960-25-000482 filed by Clearview Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 36,588 shares
    Change vs previous 13F -15,733 shares

    0.76% of the 13F portfolio, value $1,023,003.

    13F-HR 0001754960-25-000241 filed by Clearview Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 52,321 shares
    Change vs previous 13F +30,934 shares

    1.09% of the 13F portfolio, value $1,429,422.

    13F-HR 0001754960-25-000065 filed by Clearview Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 21,387 shares
    Change vs previous 13F -6,445 shares

    1.39% of the 13F portfolio, value $1,807,844.

    13F-HR 0001754960-24-000497 filed by Clearview Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 27,832 shares
    Change vs previous 13F -23,191 shares

    1.89% of the 13F portfolio, value $2,164,232.

    13F-HR 0001754960-24-000372 filed by Clearview Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 51,023 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $4,113,995.

    13F-HR 0001754960-24-000110 filed by Clearview Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).